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Ballentine Partners, LLC: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Partners, LLC on MCD, newest first. How the timeline and the estimate are built.

Ballentine Partners, LLC held 16,880 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,880 shares
    Change vs previous 13F -2,054 shares

    0.06% of the 13F portfolio, value $4,562,886.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,934 shares
    Change vs previous 13F +283 shares

    0.08% of the 13F portfolio, value $5,884,498.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,651 shares
    Change vs previous 13F +351 shares

    0.08% of the 13F portfolio, value $5,700,305.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,300 shares
    Change vs previous 13F -583 shares

    0.08% of the 13F portfolio, value $5,561,188.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,883 shares
    Change vs previous 13F +667 shares

    0.08% of the 13F portfolio, value $5,517,046.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,216 shares
    Change vs previous 13F +1,008 shares

    0.1% of the 13F portfolio, value $5,690,132.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,208 shares
    Change vs previous 13F +151 shares

    0.09% of the 13F portfolio, value $4,988,428.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,057 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,194,027.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).